BA
DMF

Bellwether Advisors’s BNY Mellon Municipal Income DMF Stock Holding History

Bellwether Advisors’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,067
Closed -$28K – 560
2021
Q2 		$28K Buy
+3,067
New +$27.8K 0.01% 204

Other funds holding DMF

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Advisors's DMF Position: Q3 2021 in Review

Bellwether Advisors sold out of BNY Mellon Municipal Income (DMF) in Q3 2021, closing a stake of 3,067 shares — an estimated $28K sold.

Bellwether Advisors first reported a position in DMF in Q2 2021 and held it in 1 quarter. The position peaked at $28K in Q2 2021. 44 funds tracked by Wall St. Rank hold DMF as of Q3 2021.

  • Bellwether Advisors reported no remaining BNY Mellon Municipal Income position as of Q3 2021 after selling out during the quarter.
  • Bellwether Advisors sold 3,067 BNY Mellon Municipal Income shares in Q3 2021, an estimated $28K.
  • Bellwether Advisors first reported a position in BNY Mellon Municipal Income in Q2 2021 and held it in 1 quarter.
  • Bellwether Advisors's BNY Mellon Municipal Income position peaked at $28K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.